Open investment architecture provides for unbiased fund selection

Among the most frequent concerns we hear from prospective clients centers around the implied bias in their current provider’s investment line-up. Often, sponsors feel pushed into choosing certain investment options that they otherwise would not choose, in an effort to lower plan administrative costs.

You can tap into a large universe of mutual funds, offering more than 4,000 funds and 40,000 share classes, available through the institutional brokerage platforms** we make available to you.

Because we don’t offer proprietary investment products, there is no requirement for certain fund families to be used on our platform.

  • Plan investment options span the risk/reward spectrum, representing:
  • Full range of asset classes (money market, stocks, bonds)
  • Breadth of investment styles (including income, value, growth, global and international)
  • Lifestyle funds
  • Tactical and strategic asset allocation funds
  • Target maturity funds

*Mutual funds are sold by prospectus. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds before investing. Prospectuses, which contain this and other important information can be obtained by calling your financial advisor. Read prospectuses carefully before choosing investment options for the plan.

**Mutual funds are provided by SunGard Institutional Brokerage Inc., member NASD/SIPC or American Stock Transfer & Trust Company. Settlement, clearing and custodial services are provided by MidAtlantic Clearing Corporation or AST Trust Company.

 
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